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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.21B invested in Invesco Ultra Short Duration ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 96 reducing their positions, and 23 closing their positions.

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
63
Reduced
96
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$157M 3,161,083 -319,215 -9%
Wells Fargo
2
Wells Fargo
California
$144M 2,904,874 -464,094 -14%
Bank of America
3
Bank of America
North Carolina
$89M 1,792,435 -53,512 -3%
LPL Financial
4
LPL Financial
California
$64.7M 1,304,142 -67,935 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$32M 644,000 -44,400 -6%
Jane Street
6
Jane Street
New York
$30.7M 617,665 +122,292 +25%
GC
7
Gratus Capital
Georgia
$29.6M 596,431 -467,697 -44%
AWS
8
Atria Wealth Solutions
New York
$29.1M 585,445 -100,371 -15%
GI
9
Gradient Investments
Minnesota
$28.6M 575,894 +190,460 +49%
GIA
10
Gladstone Institutional Advisory
Florida
$26M 523,297 +114,398 +28%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.5M 472,647 +36,464 +8%
FMC
12
First Merchants Corp
Indiana
$21.3M 428,184 +98,216 +30%
GT
13
Greenleaf Trust
Michigan
$21.1M 425,063 +73,490 +21%
CAN
14
Cetera Advisor Networks
California
$20.7M 417,927 -93,261 -18%
GLR
15
Great Lakes Retirement
Ohio
$20.5M 413,622 -3,282 -0.8%
SS
16
Simplicity Solutions
Minnesota
$20.5M 412,835 -4,906 -1%
BFG
17
Bleakley Financial Group
New Jersey
$20.5M 412,835 -4,906 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.5M 393,437 +238,784 +154%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$19.1M 385,358 -31,022 -7%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$18.1M 363,807 +6,689 +2%
RJA
21
Raymond James & Associates
Florida
$18M 361,750 -3,627 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$17.6M 354,491 +801 +0.2%
JBA
23
Johnson Bixby & Associates
Washington
$15.7M 315,271 -81,438 -21%
PPW
24
Pasadena Private Wealth
California
$15M 303,139 -713 -0.2%
AC
25
Avestar Capital
New York
$12.9M 259,164 +60,891 +31%